Domino’s Pizza hit with downgrade on slower growth

Published 29/07/2025, 14:14
© Reuters.

Investing.com --Shares of Domino’s Pizza (NASDAQ:DPZ) Inc were downgraded by RBC Capital Markets to Sector Perform from Outperform saying it anticipates weaker U.S. sales growth and slower international expansion in higher-revenue markets.

RBC said that while recent drivers such as partnerships with DoorDash (NASDAQ:DASH) and Uber (NYSE:UBER) Eats have boosted same-store sales, those effects may taper off in the second half of 2026 as the company laps those initiatives.


Shares of Domino’s Pizza trading slightly down at $471.26 before the opening bell. 

“With risk/reward ultimately appearing too balanced at current levels to warrant the Outperform, we downgrade to Sector Perform,” analyst said.


The brokerage sees limited scope for further increases in valuation given expected deceleration in U.S. comparable sales growth next year.

It also flagged that much of Domino’s international store growth is now coming from lower average-unit-volume (AUV) markets such as China and India, which could weigh on overall international sales momentum.

Domino’s market share gains have slowed in recent years despite the broader adoption of third-party delivery platforms, RBC said, noting heightened competition from smaller chains and local operators.

The firm trimmed its price target on the stock to $500 from $550.

“While our downgrade thesis doesn’t assume multiple contraction, the potential for slowing comps in 2H26 doesn’t appear supportive of multiple expansion,” analysts at RBC said.

Though upside risks include stronger durability of current sales drivers or better-than-expected growth in higher-volume international markets, RBC sees limited room for multiple expansion given its 2026 EPS growth estimate of 5.5%.

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